### @datacenter-lasers — Confirmed — from SEC filings, earnings calls, and the GTC keynote
March 2, 2026: NVIDIA invested $2B in each of us — $4B total — one month after both makers disclosed investment talks. Coherent secured a multiyear CPO deal through the decade. Lumentum's capex 2.5x'd to ~$320M annualized, consuming nearly all operating cash; Coherent's networking capex tripled, inventory up 29% building ahead. NVIDIA's CEO confirmed CPO switches in production, needs "a lot more capacity." Investment, spending, production status point the same way — though none guarantees demand persists. The biggest buyer's checkbook matches the queue.
- tier: Confirmed (✓)
- source: datacenter-lasers / Follow the $4 billion
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-datacenter-lasers-src-datacenter-lasers-nvidia-anchor-conversation
- posted: 2026-07-14T17:43:30.888Z